Position in NJR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$21,575
+$13,447 QoQ
Shares Held
385
+160.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#382
of 456 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 56%
Shared 0%
None 44%
Common Shares in NJR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Covestor Ltd holds $363,710 across 13 Utilities - Regulated Gas names. NJR ranks #5 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BKH |
Black Hills Corp /Sd/
|
1,541 | $114,650 | |
| 2 | BIPC |
Brookfield Infrastructure Corp
|
1,976 | $76,076 | |
| 3 | CTRI |
Centuri Holdings, Inc.
|
1,946 | $58,847 | |
| 4 | ATO |
Atmos Energy Corp
|
194 | $33,420 | |
| 5 | NJR |
New Jersey Resources Corp
This page
|
385 | $21,575 | |
| 6 | UGI |
Ugi Corp /Pa/
|
511 | $17,649 | |
| 7 | NI |
Nisource Inc.
|
320 | $15,216 | |
| 8 | OGS |
ONE Gas, Inc.
|
100 | $7,707 |
All Filings in NJR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,575 | 385 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $8,128 | 148 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $11,253 | 244 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $141,368 | 2,936 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $10,846 | 242 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $11,529 | 235 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $10,916 | 234 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $11,044 | 234 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $19,788 | 463 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $9,998 | 233 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $10,743 | 241 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $9,751 | 240 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $11,516 | 244 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $13,087 | 246 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $12,256 | 247 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $9,636 | 249 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $73,162 | 1,643 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $779 | 17 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $51,037 | 1,243 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||